Customer signal
What are customers clicking, buying, ignoring, and abandoning?
CRM and retention for DTC brands
Your customers are already showing you what they want next. I help DTC teams read that behavior at scale, find where the relationship breaks down, and turn the highest-value opportunity into work that ships.
Senior CRM judgment · Hands-on retention execution
Start with a short intake. If there may be a fit, I will invite you to a 30-minute assessment.
Operating proof
Subscribers built from zero at a national vitamin and supplement brand.
Share of DTC revenue generated by email.
Share of email revenue generated by automations.
Total DTC revenue increased more than 150% over 18 months while I led acquisition and retention. This is not an email-only attribution claim.
Diagnose before you build
Most retention problems begin with a customer signal the program is not using, a decision nobody owns, or a good idea the team cannot get into market.
What are customers clicking, buying, ignoring, and abandoning?
Where does the program stop creating a reason to return?
Is the issue strategy, systems, measurement, or team capacity?
Which area deserves deeper investigation first?
The free assessment identifies three to five areas worth investigating. A paid diagnostic validates the account-level findings and turns them into a prioritized roadmap.
Evidence
One case demonstrates diagnostic judgment. The other demonstrates that the same judgment can survive contact with the work.
Anonymous DTC fashion diagnostic
Initial exports pointed to an underbuilt automation program. After reconciliation, roughly half of email revenue already came from automations.
Growth hid churn: roughly three-quarters of subscriber gains were erased. Loyalty remained in the low single digits, attribution views conflicted, and team capacity constrained execution.
The useful result was not another tool. It was a defensible priority the team could act on.
Implementation is underway; financial results will come later.
National supplement retention build
Product-specific journeys linked purchases to combinations associated with higher customer value. Subscription messages waited until after the second or third purchase.
Win-back, cooling, and sunset logic protected list health. Removing persistently disengaged profiles reduced billable volume and made audience planning more reliable.
List size is an inventory number. Engaged audience size is an operating metric.
Direct operator
I do not hand the findings to a junior team or leave your people with a deck to interpret. I set the priorities, work with the people responsible for the outcome, and get inside the tools when execution is part of the engagement.
A validated account review, commercial findings, and a prioritized roadmap.
A defined lifecycle, measurement, deliverability, or program problem taken from finding to implementation.
Senior direction, decision-making, prioritization, and coaching for the people already doing the work.
Direct work inside the ESP across campaigns, automations, segmentation, measurement, and operations.
Klaviyo · Omnisend Partner · SailThru · Attentive · Adobe CDP · GA4
No predetermined package. The evidence decides the next step.
Assessment path
Tell me what feels broken or stalled and why it matters now.
I review the intake. If there may be a fit, I invite you to a 30-minute assessment.
You leave with three to five areas I would examine first.
That may be a diagnostic, a focused build, oversight, execution, or no engagement.
Good fit: an existing customer list, purchase history, and a functioning ESP or CRM program that is underperforming or difficult to evaluate.
Not a fit: a pre-launch business, a general-agency search, or a team that cannot own or implement the decisions.
Tell me what feels broken or stalled. I will review the intake personally and tell you whether there is a useful next conversation.
Scope and fee are set after the free assessment, based on what your program actually needs.